|
101
|
|
$7.53M
|
+$59.5K
|
+604
|
+0.8%
|
|
|
102
|
Perigon Wealth Management
San Francisco,
California
|
$7.34M
|
+$195K
|
+1,983
|
+3%
|
|
|
103
|
Cosner Financial Group
Windsor,
Colorado
|
$7.2M
|
-$114K
|
-1,156
|
-2%
|
|
|
104
|
Concurrent Investment Advisors
Tampa,
Florida
|
$7.17M
|
+$6.78M
|
+68,832
|
New
|
|
|
105
|
Mitchell Capital Management
Leawood,
Kansas
|
$7.16M
|
+$231K
|
+2,344
|
+4%
|
|
|
106
|
1900 Wealth Management
San Antonio,
Texas
|
$7.15M
|
-$9.67M
|
-98,200
|
-59%
|
|
|
107
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$6.99M
|
+$412K
|
+4,184
|
+7%
|
|
|
108
|
IHT Wealth Management
Chicago,
Illinois
|
$6.96M
|
+$33.5K
|
+340
|
+0.5%
|
|
|
109
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.66M
|
-$139K
|
-1,406
|
-2%
|
|
|
110
|
GDS Wealth Management
Flower Mound,
Texas
|
$6.64M
|
+$2.65M
|
+26,902
|
+73%
|
|
|
111
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$6.51M
|
+$894K
|
+9,073
|
+17%
|
|
|
112
|
Creative Planning
Overland Park,
Kansas
|
$6.47M
|
-$58.2K
|
-591
|
-0.9%
|
|
|
113
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.44M
|
-$21.4K
|
-217
|
-0.4%
|
|
|
114
|
Atria Investments
Charlotte,
North Carolina
|
$6.44M
|
+$620K
|
+6,293
|
+11%
|
|
|
115
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.2M
|
+$214K
|
+2,177
|
+4%
|
|
|
116
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.72M
|
+$70.6K
|
+717
|
+1%
|
|
|
117
|
Two Sigma Investments
New York
|
$5.7M
|
-$5.45M
|
-55,333
|
-50%
|
|
|
118
|
Mariner
Overland Park,
Kansas
|
$5.63M
|
+$403K
|
+4,086
|
+8%
|
|
|
119
|
Wealth Quarterback
Toms River,
New Jersey
|
$5.58M
|
+$5.28M
|
+53,613
|
New
|
|
|
120
|
Westwood Holdings Group
Dallas,
Texas
|
$5.5M
|
-$567K
|
-5,761
|
-10%
|
|
|
121
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$5.42M
|
-$413K
|
-4,194
|
-7%
|
|
|
122
|
Global Retirement Partners
San Rafael,
California
|
$5.37M
|
+$375K
|
+3,804
|
+8%
|
|
|
123
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$5.08M
|
+$765K
|
+7,770
|
+19%
|
|
|
124
|
Coldstream Capital Management
Bellevue,
Washington
|
$5.07M
|
-$137K
|
-1,391
|
-3%
|
|
|
125
|
Stevens Capital Partners
Omaha,
Nebraska
|
$4.75M
|
+$292K
|
+2,960
|
+7%
|
|
